NewEdge Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

NewEdge Advisors’s Portfolio XLRE Stock Details XLRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.72M	Sell	66,723 -6,225	-9%	-$261K	0.01%	948
2025 Q4	$2.94M	Buy	72,948 +9,156	+14%	+$377K	0.01%	881
2025 Q3	$2.69M	Sell	63,792 -620	-1%	-$25.9K	0.01%	870
2025 Q2	$2.67M	Buy	64,412 +9,046	+16%	+$371K	0.01%	803
2025 Q1	$2.32M	Sell	55,366 -4,135	-7%	-$172K	0.01%	796
2024 Q4	$2.42M	Buy	59,501 +10,219	+21%	+$442K	0.01%	755
2024 Q3	$2.2M	Buy	49,282 +5,960	+14%	+$251K	0.01%	747
2024 Q2	$1.66M	Buy	43,322 +14,078	+48%	+$530K	0.01%	839
2024 Q1	$1.16M	Sell	29,244 -76,866	-72%	-$2.99M	0.01%	937
2023 Q4	$4.14M	Sell	106,110 -5,397	-5%	-$194K	0.04%	413
2023 Q3	$3.8M	Buy	111,507 +19,259	+21%	+$713K	0.04%	394
2023 Q2	$3.48M	Buy	92,248 +11,390	+14%	+$420K	0.04%	411
2023 Q1	$3.02M	Buy	80,858 +7,049	+10%	+$271K	0.04%	413
2022 Q4	$1.8M	Buy	73,809 +9,211	+14%	+$340K	0.05%	346
2022 Q3	$2.33M	Buy	64,598 +14,699	+29%	+$616K	0.04%	388
2022 Q2	$2.04M	Buy	49,899 +29,585	+146%	+$1.32M	0.03%	431
2022 Q1	$981K	Sell	20,314 -29,611	-59%	-$1.39M	0.02%	649
2021 Q4	$2.59M	Buy	49,925 +9,066	+22%	+$436K	0.04%	379
2021 Q3	$1.82M	Buy	40,859 +27,196	+199%	+$1.26M	0.04%	343
2021 Q2	$606K	Buy	+13,663	New	+$586K	0.02%	683
2020 Q4	–	Sell	-18,709	Closed	-$659K	–	1083
2020 Q3	$659K	Buy	18,709 +4,858	+35%	+$173K	0.02%	485
2020 Q2	$482K	Buy	+13,851	New	+$468K	0.02%	543

Other funds holding XLRE

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

NewEdge Advisors's XLRE Position: Q1 2026 in Review

NewEdge Advisors reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 8.5% in Q1 2026, selling an estimated $261K and leaving 66,723 shares worth $2.72M. The position accounts for 0.01% of the portfolio, ranked #948.

NewEdge Advisors first reported a position in XLRE in Q2 2020 and has held it in 22 quarters since. The position peaked at $4.14M in Q4 2023. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

NewEdge Advisors held 66,723 shares of State Street Real Estate Select Sector SPDR ETF worth $2.72M as of Q1 2026.
NewEdge Advisors sold 6,225 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $261K.
State Street Real Estate Select Sector SPDR ETF made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #948 holding.
NewEdge Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2020 and has held it in 22 quarters since.
NewEdge Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $4.14M in Q4 2023.
750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.